Advisor-to and commentator-on new ventures.
San Francisco Bay Area
Advisor-to and commentator-on new ventures.
San Francisco Bay Area
Advisor and commenter on emerging ventures, focused on digital media, e-commerce and mobile companies.
My transactional activities are performed as a partner with Ackrell Capital a boutique investment bank.
In addition to financial advisory, I have a research and consulting firm called STRATEGYfx. STRATEGYfx is the venue for my commentary and analysis on emerging businesses.
The primary syndication/publishing partners for this commentary are Vator.tv where I co-host a show and am a contributing editor and AlwaysOn where I'm also a contributing editor, selection committee member for their top 100 lists and a conference emcee.
Corporate finance, M&A, strategy, monetization, business expansion and optimization.
(Investment Banking industry)
2005 — Present (4 years )
Advisor to digital media, e-commerce and mobile companies in the areas of financing, M&A and strategy.
Series 24, 7, 63
(Management Consulting industry)
2001 — Present (8 years )
Consultant to digital media and e-commerce companies on monetization, expansion and business optimization.
(Privately Held; 11-50 employees; Investment Banking industry)
2005 — 2007 (2 years )
Advised emerging mobile and digital media companies through financing and M&A transactions.
(Non-Profit; Financial Services industry)
2003 — 2005 (2 years )
Played a lead role in the development of the company's business and product strategies.
(Information Technology and Services industry)
1997 — 2001 (4 years )
As CTO, lead the technology strategy during the early phases of the company. Contributed to positioning the company as one of the premier Web development firms in the San Francisco Bay Area. As CEO, lead the company during a period of rapid growth to a peak run-rate of approximately $7M in revenue.
(Privately Held; Financial Services industry)
1994 — 1997 (3 years )
Played lead roles in setting product strategy and establishing the first key partner and customer relationships. Convoy made Software Magazine's 1998 list of the top 500 software companies and led the 1998 middleware market. In 1999 Convoy was acquired by New Era of Networks (NASDAQ: NEON, Acquired by Sybase NYSE: SY in 2001).
MBA ,
MBA ,
BA , Philosophy
Minors in English & History
UC Berkeley Haas School of Business, Chairman, Alumni Relations Council